TJ
TJ

Thomas Judson

21 Years of Experience
Menlo Park, CA
Broker

Thomas Judson is a registered investment advisor at Morgan Stanley, based in Menlo Park, CA, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

2725 Sand Hill Road, Pwm, Menlo Park, CA, 94025

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Thomas is a contractor for the East Bay Eclipse Soccer Club, a recreational organization, since April 2024. He referees youth soccer games for a couple of hours per week as a parent job.

Employment History
Current Registrations
Morgan Stanley
November 2016 - Present · 9 yrs 6 mos
Morgan StanleyBroker
October 2016 - Present · 9 yrs 7 mos
Previous Registrations
Husic Capital Management
January 2007 - December 2015 · 8 yrs 11 mos
Pacific Growth Equities, INC.Broker
March 1990 - April 1993 · 3 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Thomas Judson - Financial Advisor | TrueAdvisor